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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $32,138 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP, INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $9,446 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,394 | $101,672-45.5% | $147,117-62.3% | $74,478-25.6% |
| Participation rate | 97.4% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 19.97% | 8757.83%-8737.9pp | 420.54%-400.6pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $2,950 | $3,813-22.6% | $4,932-40.2% | $2,626+12.3% |
| Participant deferral / active EE | $5,846 | $7,305-20.0% | $8,065-27.5% | $4,350+34.4% |
| Admin fee / account holder | $124 | $1,753-92.9% | $12,993-99.0% | $1,946-93.6% |